How To Edit CC Roles In Forms

CC Roles is a very useful tool. This feature allows you to send documents to others without requesting for their signature. This can be used to keep a third party, other than the signers or sender, informed with the status of the Signature request. If the CC feature is activated for a form, the email added in the CC box will receive the document and progress notifications of the request. Click Here To Learn How To Edit Roles or Sequential Signers In Forms.

To edit a form (CC Roles):

From the Home screen, go to the “Forms” tab

Locate and select the Form requiring altering and select the blue drop down arrow